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Backup and restore your Salesforce data

Knowledge Article Number 000004037
Description

Although Salesforce does maintain back up data and can recover it, it's important to regularly back up your data locally so that you have the ability restore it to avoid relying on Salesforce backups to recover your data.

The recovery process requires is time and resource consuming and typically involves an additional fee. To avoid recovery fees and be able to recover your data whenever needed, use the following backup and recovery methods.

Resolution

Alert icon Good to know - Data Export Services are unavailable in Sandbox.
 

Data Export Service

  • This service is available for users with the "Data Export" profile permission by navigating to Setup, Data Management | Data Export. For more details see Exporting Backup Data.
     
  • (In the New UI ' Lightning ', users will find this under Setup Home | Data | Data Export)


Data Loader

  • The Data Loader is available for API Enabled organizations (Enterprise Edition and above by default) and can be used to export specific data.
     
  • See the Export Data documentation for more detailed instructions.


Report Export


Salesforce Support doesn't offer a comprehensive data restoration service. The backup and recovery process is intended to provide CSV files which administrators will need to use with available import tools.

Alternatively, you can contact your Account Executive to discuss engaging Professional Services to reload the data on your behalf for an additional fee. If you're enabled for checkout you can locate your Account Executive's contact details in the Checkout Summary page, or you can dial 1-800-NO-SOFTWARE.


Recover and restore data if a backup file is available

Before pursuing restoration by re-inserting new records from a backup file, ensure that you have exhausted all possible scenarios and options outlined in the article, How to retrieve my records and data that has been lost or deleted.

The following methods are available to potentially restore deleted records that haven't been hard deleted or emptied from your org's recycle bin:

  • Restore records using the Recycle Bin - When available, this is the best alternative because record relationships (activities and attachments for example) may be restored automatically.
     
  • If there are too many records to manually restore - API Enabled orgs may be able to leverage additional client tools such as Workbench to restore multiple deleted records.


If the data has been emptied from or you're unable to restore a record from the Recycle Bin administrators will need to re-create the records as new using data contained in a backup file. You can re-create the records using available data import tools to re-import or insert the deleted records to effectively restore them.

  • All newly "inserted" (i.e. created) records will receive a new unique record Id and administrators will need to take this into consideration when restoring records that share relationships to one another. Previous record Ids contained in backup files for objects will need to be updated or replaced in each file with newly assigned record Ids to properly relate them to one another upon import.
     
  • Replacing or updating prior record Ids with new record Ids will need to be done externally using Excel's vlookup function or alternatively, an administrator may consider creating a custom External Id field to store prior record Ids for use in relating records to one another upon re-import. See Inserting, Updating, or Deleting Data Using Data Loader for more details on using an external Id field for matching each related object's records on Upsert and Data Loader and relationships for an example of this in practice.
     
  • To preserve historical audit field data (Created & Last Modified by) when re-importing, you'll need to log a case to request enabling the create audit fields feature for your org. See Considerations before having Create Audit Fields enabled for more details.


Keep in mind - Overall planning, development and implementation of a strategy to manage record restoration falls outside the scope of Support's offerings.

If a backup file is unavailable to re-create the records you'll have to consider pursuing a data recovery. See Data Recovery Service and Cost for more details.





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